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Style Rankings

Best & Worst by Style
January 20, 20210Comments

All Cap Growth Style 1Q21: Best and Worst

The All Cap Growth style ranks fourth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
January 20, 20210Comments

All Cap Blend Style 1Q21: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Alex Sword
Best & Worst Sector Rankings
January 15, 20210Comments

Style Ratings for ETFs & Mutual Funds: 1Q21

At the beginning of the first quarter of 2021, only the Large Cap Value, Large Cap Blend, and All Cap Blend styles earn Attractive-or-better ratings.
by Alex Sword
New Constructs
April 25, 20170Comments

Large Cap Growth Style 2Q17: Best and Worst

The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
April 25, 20170Comments

Large Cap Blend Style 2Q17: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 2Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 5, 20160Comments

Small Cap Value Style 3Q16: Best and Worst

The Small Cap Value style ranks last out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 5, 20160Comments

Small Cap Growth Style 3Q16: Best and Worst

The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 5, 20160Comments

Small Cap Blend Style 3Q16: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 5, 20160Comments

Mid Cap Growth Style 3Q16: Best and Worst

The Mid Cap Growth style ranks eighth out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
July 14, 20150Comments

The Best and Worst of the Large Cap Blend Style

The Large Cap Blend style ranks second out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
July 14, 20150Comments

The Best and Worst of the All Cap Value Style

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Max Lee
New Constructs
July 14, 20150Comments

The Best and Worst of the All Cap Growth Style

The All Cap Growth style ranks sixth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
July 14, 20150Comments

The Best and Worst of the All Cap Blend Style

The All Cap Blend style ranks third out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Max Lee
January 29, 20150Comments

1Q15 Style Ratings for ETFs, Mutual Funds & Stocks

At the beginning of the first quarter of 2015, only the Large Cap Blend style earns an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.
by Kyle Guske II, Senior Investment Analyst, MBA
October 20, 20140Comments

Style Rankings For ETFs & Mutual Funds

At the beginning of the fourth quarter of 2014, only the Large Cap Value and Large Cap Blend styles earn an Attractive rating.
by David Trainer, Founder & CEO
August 11, 20140Comments

Danger Zone: Small Cap Blend Investors

All of the small cap styles earn our Dangerous rating, but Small Cap Blend Investors land in the Danger Zone due to the disproportionately large allocation to the worst funds in the style.
by David Trainer, Founder & CEO
April 29, 20140Comments

2Q Best & Worst ETFs and Mutual Funds — By Style — Recap

This article provides quick access to all our 4Q reports on Style funds.
by David Trainer, Founder & CEO
July 23, 20131Comments

Best & Worst ETFs & Mutual Funds: Small Cap Value Style

The Small Cap Value style ranks twelfth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 14 ETFs and 262 mutual funds in the Small Cap Value style as of July 19, 2013.
by David Trainer, Founder & CEO
July 23, 20130Comments

Best & Worst ETFs & Mutual Funds: Small Cap Blend Style

The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 23 ETFs and 639 mutual funds in the Small Cap Blend style as of July 18, 2013.
by David Trainer, Founder & CEO
July 18, 20130Comments

Best & Worst ETFs and Mutual Funds: All Cap Value Style

he All Cap Value style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of two ETFs and 249 mutual funds in the All Cap Value style as of July 17, 2013.
by David Trainer, Founder & CEO
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